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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-28 |
| NV | RA | APPROVED | 2022-03-03 |
| NJ | RA | APPROVED | 2020-07-31 |
| NC | RA | APPROVED | 2020-03-12 |
| TX | RA | APPROVED_RES | 2018-04-30 |
| OH | RA | APPROVED | 2017-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | New Smyrna Beach | FL | 09/2016 | Present |
| Wfgia | New Smyrna Beach | FL | 03/2016 | Present |
| Lime | Los Angeles | CA | 08/2013 | 12/2016 |
| Camp Nokomis Maine, Llc | Cincinnati | OH | 09/2016 | Present |
| William F. Mitchell Llc | Cincinnati | OH | 01/2017 | Present |
| Five C Properties Llc | Cincinnati | OH | 10/2018 | Present |
| Maine Business Retreat Llc | Surry | ME | 09/2016 | Present |
| New Horizons Real Properties, Lcc | Cincinnati | OH | 05/2019 | Present |
| Net Law Group Inc. | Louisville | KY | 07/2020 | Present |
| Ndm Services | Cincinnati | OH | 02/2021 | Present |
| Pinnacle Financial Services | Warminster | PA | 01/2022 | Present |
| Wealthwave | Cincinnati | OH | 03/2016 | Present |
| Chance-For-All Properties, Llc | Cincinnati | OH | 12/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | WFGIA Co-Brand Company | Marketing | yes investment related | 03/2016 | Cincinnati, OH Pinnacle Financial Services /0122-Present / Investment Related: Yes / 65 W Street Rd. A-101 Warminster, PA 18974 / Medicare Sales Rep / Selling Medicare Product / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Selling Medicare MAINE BUSINESS RETREAT LLC; 9/19/2016; MEMBER; INVESTMENT RELATED- YES; 75 RIOUX LANE SURRY ME 04684; PLANNING TO PUT CABINS ON PROPERTY; HOURS 0; APPROVED WITH RESTRICTIONS FIVE C PROPERTIES LLC; 10/29/2018; MEMBER; INVESTMENT RELATED- YES; 11421 CHESTER RD CINCINNATI OH 45246; HOURS 0; A RENTAL PROPERTY; APPROVED WITH RESTRICTIONS Camp Nokomis Maine, LLC/Yes/11972 Grandstone Lane/Cincinnati/OH/45249/No business, it is a family property/Member/09.09.2016/0/0/None. WILLIAM F. MITCHELL LLC/NO/11972 GRANDSTONE LANE, CINCINNATI, OH 45249/ADMINISTRATIVE SERVICES/BUSINESS MANAGER/01.16.2017/80/4/ASSIST IN DAILY ADMINISTRATIVE OFFICE ACTIVITIES. New Horizons Real Properties, LLC; Investment Related/Yes; 11421 Chester Road Cincinnati, OH 45246; Member; Monthly hours 0; Hours during securities trading 0; no duties I am just a member Net Law Group Inc. / 0720-Present /Investment Related: No/ 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/None / Online Doc. prep. Service / Hrs Work: 1 Sec trading Hrs: 1 / None NDM SERVICES / INVESTMENT RELATED: NO / 4164 EDDYSTONE DRIVE CINCINNATI OH 45251 / HOURS PER MONTH: 1 / HOURS DURING SECURITIES TRADING HOURS: 0 / NO DUITES; USED TO PAY BUSINESS EXPENSES / APPROVED WITH RESTRICTIONS CHANCE-FOR-ALL PROPERTIES, LLC POSITION: Passive Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2020 ADDRESS: 11421 Chester Road, Cincinnati OH 45246, United States DESCRIPTION: None, passive member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-10 |
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